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CPWA Webinar
Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Enrollment Counselors Gray Bullard, MBA, and Kari Estes, along with Jaleigh White, CPWA, Director of Baird Family Wealth, Managing Director, for this session.

Continuing Education credit (CE) is not available for this overview.

Oct 21, 2022 10:00 AM in Mountain Time (US and Canada)

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